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Jaz Lee

In Touch

A Monthly Curated Newsletter

"If you take control of your finances today, then you won’t be a victim of them tomorrow"

- Emily G. Stroud

In times of uncertainty, it’s easy to get overwhelmed. With the COVID-19 outbreak, we are faced with the challenge of adapting life around the virus and navigating intense market volatility. This leaves many of us feeling anxious and even disempowered.

What can we do about it?

While many families worry about what the ultimate impact of this crisis will be on their employment and finances, things aren’t quite as out of control as they seem. There are concrete steps we can make to protect ourselves financially.

It starts with being in tune with our personal money mindsets, followed by taking tangible steps to stay in control of our finances.

"Planning is bringing the future into the present so that you can do something about it now."

– Alan Lakein

Exploring ways and options to better plan and take control of your financial future?

Below is an article that you may find useful. Let's work together. Feel free to get in touch with me via WhatsApp to converse and learn more. Meanwhile, I hope that you and your loved ones will continue to stay safe and well. Cheers!

6 Essential Money Moves
 
Proudly Brought to You
 
I seek to reach out to people who believe in creating a safe financial environment for their loved ones. Let me know if I can be of help to someone you know or care about. We can make a difference to lives when it matters most. Cheers.
 
Jaz Lee
 
 
 
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WhatsApp me at +65 94315411   
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Testimonials and Referral Notes

View the full list

Lena Liow

Started my financial planning journey with Jaz about 3 years ago with Personal Accident Plan for both myself and my husband. What happened was my hubby received letter stating his Personal Accident Policy was lapsed due to no payment made. We were in shocked as his payment was by giro and indeed he had changed his bank for giro deduction but he was not informed by his then agent that his signature wasn’t accepted by the bank. Back then we were so worried! What happened if accident happens and there wasn’t any coverage for my hubby? We approached her and her prompt responses and actions impressed us. Her Genuine, truthful and thoughtful character are the key reasons that makes her still our ongoing agent whom we will only consult and go to for all our insurance needs and related matters. She is really the agent whom will really advise and cater to a policy that will benefit and suits us that is within our budget and not based on how much she will benefit from. Good job Jaz! Keep moving and 坚持你的信念 to advise and educate each and every individual for their coverage and needs regardless for protection or retirement needs.

Eldwin They, Owner of Car Pro Automotive

Begin my insurance planning journey with Jaz from a Personal Accident Plan and upgrading of my Eldershield. Even though was not huge policies, she will explain each policy in details and highlight each coverage base on the budget I given her. I’m truly impressed by her patience and a good listener. Along the insurance planning, I was educated by her the importance of critical illness protection and retirement planning which make me realise I was really under coverage for my age. Nevertheless I am thankful to her that I’m well covered.

Sharon Tan, Founder of Sixtygrams

Jaz has been very professional, helpful and possess great attitude in delivering her work. It is a pleasure to have her as my agent as she goes the extra mile to ensure that I have the right amount of coverage based on my current financial situation. She also make sure premiums are within my affordability. She assisted me in finding the best quote and coverage for my hospital plan and life insurance and she was very thorough in explaining all the fine details of the different policies making sure that I understand fully before committing. I would highly recommend her to anyone looking for insurance coverage, without all the headache and hassle of trying to go through the process on their own.

Chester Ng, Director, Unity Technologies Singapore

Jaz has been very helpful as my personal one stop solutions for most of my insurance and financial needs. She follows up closely and is very honest in her approach of ensuring that I'm not over paying for any products. I've personally recommended many of my friends to work closely with her and they are happy with her level of service. I can confidently say she is one of the many few honest and reliable people around.

Serene Lim

Jaz, I just want you to know how amazing you are. You spent time reviewing me and my family's existing policies and going through with us our health insurance policies even though you did not have to. There are not people like you out there. You are truly special!

Elaine & Family

Dear Jaz, thank you for going the extra miles to help my family and me on planning our insurance needs. The communication and explanation by you was clear and easy to understand. Most importantly, thank you for listening and providing advice according to our affordability. I look forward to our financial planning journey together.